JWM
JGP Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,906
| Closed | -$416K | – | 146 |
|
|
2022
Q1 | $416K | Sell |
1,906
-135
| -7% | -$29.5K | 0.08% | 115 |
|
|
2021
Q4 | $366K | Buy |
2,041
+508
| +33% | +$91.1K | 0.07% | 119 |
|
|
2021
Q3 | $377K | Buy |
1,533
+20
| +1% | +$4.92K | 0.08% | 112 |
|
|
2021
Q2 | $380K | Sell |
1,513
-42
| -3% | -$10.5K | 0.08% | 117 |
|
|
2021
Q1 | $284K | Buy |
1,555
+16
| +1% | +$2.92K | 0.06% | 130 |
|
|
2020
Q4 | $345K | Buy |
+1,539
| New | +$345K | 0.08% | 115 |
|